American Century Focused LarFLVETF

13F holders, Q4 2024 (December 31)
32holders +4
6new positions
2sold out
$66.81avg. 13F price*

At the end of Q4 2024, 32 institutions reported holding American Century Focused Lar (FLV) in their 13F filings, up 4 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were American Century Companies Inc. ($67.0M), Envestnet Asset Management Inc. ($38.2M) and Creative Planning ($37.6M).

Company
American Century Focused Lar
CUSIP
025072794
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 27Q1 2024Q2 2024: 26Q2 2024Q3 2024: 28Q3 2024Q4 2024: 32Q4 2024Q1 2025: 35Q1 2025Q2 2025: 38Q2 2025Q3 2025: 36Q3 2025Q4 2025: 44Q4 2025Q1 2026: 45Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$2.1M
Exits2$947K

All 13F filers, Q3 2024 → Q4 2024: 101,543 shares bought and 150,951 shares sold, net −49,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

American Century Companies Inc. 0.04% Reduce -3.2% 1,003,516 $67.0M
Envestnet Asset Management Inc. 0.01% Reduce -8.0% 572,040 $38.2M
Creative Planning 0.04% Reduce -2.6% 563,150 $37.6M
UBS Group AG 0.00% Reduce -22.5% 70,980 $4.7M
MML Investors Services, LLC 0.02% Reduce -5.7% 67,602 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +0.3% 66,936 $4.5M
Bedel Financial Consulting, Inc. 0.59% Reduce -0.3% 61,190 $4.2M
CPA Asset Management Group, LLC 1.71% Add +39.6% 55,130 $3.7M
Creative Financial Designs Inc. 0.29% Add +2.7% 53,828 $3.6M
Sunpointe, LLC 1.71% Add +862.3% 50,895 $3.4M
SkyOak Wealth, LLC 0.59% Reduce -0.6% 41,289 $2.8M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -2.8% 39,017 $2.6M
Bank of America Corp. 0.00% Add +19.5% 27,914 $1.9M
Allen Capital Group, LLC 0.16% Add +4.1% 19,515 $1.3M
Wells Fargo & Company 0.00% New 16,072 $1.1M
Orrstown Financial Services Inc. 0.16% Reduce -54.3% 8,850 $591K
Dominguez Wealth Management Solutions, Inc. 0.42% Reduce -3.3% 8,527 $569K
Northwestern Mutual Wealth Management Co. 0.00% New 6,813 $455K
AE Wealth Management LLC 0.00% New 5,817 $388K
Peak Planning Group, LLC 0.14% Reduce -3.7% 5,028 $336K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.3% 4,617 $308K
DAVENPORT & Co LLC 0.00% Add +15.3% 4,233 $283K
Claro Advisors Inc. 0.03% Reduce -1.1% 3,673 $245K
Aveo Capital Partners, LLC 0.03% Add +0.1% 3,471 $232K
CENTRAL TRUST Co 0.01% Reduce -20.4% 3,174 $212K
Investment Advisory Group, LLC 0.07% Add +3.3% 3,150 $210K
Signaturefd, LLC 0.00% New 3,100 $207K
Osaic Holdings, Inc. 0.00% Add +0.7% 2,310 $154K
Morgan Stanley 0.00% Add +302.2% 1,110 $74K
Royal Bank of Canada 0.00% Reduce -75.7% 414 $28K
Van Hulzen Asset Management, LLC 0.00% New 9 $601
FMR LLC 0.00% New 1 $67

"% of holder's portfolio" is FLV's weight in each manager's 13F, not the share of American Century Focused Lar the manager owns.